1784371 - Add "Case Assigned To" field to Audit Cases

Status: RESOLVED FIXED

(CA Program :: Common CA Database, task)

Description

[Kathleen Wilson]

Please add a “Case Assigned to” section to the top of the “Case Progress” tab for Audit Cases.
-- Only visible to root program operators
-- Section will include a lookup field of the root program POCs. (similar to "Auditor" field in which you have to type in 2 to 3 characters of the user name to get a list to choose from)

Then add this field to the "Open Audits" report for all root stores.
-- Replace "Last Modified By" column with "Case Assigned To"
-- Double-check the "Case Progress" column for all root store operators (to make sure its using the new case status values)

Comment 1

[Poonam Bhargava]

"Case Assigned To" is now available on Audit Cases. It is only editable by internal users. Since "Case Progress" is a common component, "Case Assigned To" is also displayed on Non-Audit Cases. Should this field be hidden on non-audit cases?

"Open Audits" report changes are also done for all root store.

Comment 2

[Chris Clements]

(In reply to Poonam Bhargava from comment #1)

"Case Assigned To" is also displayed on Non-Audit Cases. Should this field be hidden on non-audit cases?

I think the field can remain for non-audit cases. Thank you!

Comment 3

[Kathleen Wilson]

Attachment: Screen Shot 2022-08-12 at 8.33.15 AM.png

This change has made it so that CAs are unable to create Audit Cases at this time.

Comment 4

[Kathleen Wilson]

Same error for CA Information Update Request (Non-Audit) cases

Comment 5

[Poonam Bhargava]

I am checking the error now. Thanks Kathleen.

Comment 6

[Poonam Bhargava]

I have disabled a filter on "Case Assigned To" to get rid of the error. This filter was restricting users to only select internal users from the lookup. By disabling the filter internal users as well as community users can be searched, selected and saved in this field. I try to find another way to limit users to only internal users and update you soon.

Comment 7

[Kathleen Wilson]

Actually, I think it is fine for the Case to be assigned to the CA user who creates it. Then us root store operators can assign it to ourselves or another root store operator when we work on the Case.

So I'm going to set this request to resolved fixed.

Thanks!

Comment 8

[Kathleen Wilson]

I added the following section to the Case Rotation document for the CCADB Steering Committee.

Assigning Cases
In the “CASE PROGRESS” tab there is a field that is only visible to root store operators called “Case Assigned To”. It is initially set to the person who created the Case.

• When you are working on a Case and need more time to resolve it, assign the Case to yourself.
• When you are unsure about a Case and it is not directly relevant to your root store, then assign the Case to the CCADB Steering Committee member whose root store it appears to be most relevant to. As a courtesy, please also send email directly to the person who you assign the Case to.

Comment 9

[Poonam Bhargava]

Thanks for the update Kathleen.